The earnings call highlighted significant revenue growth and expansion in the learning devices business, with strong financial performance and positive user feedback. However, increased expenses and cash usage pose challenges. Overall, the positive aspects outweigh the negatives, indicating an optimistic outlook for sustainable growth.
Company Guidance
During the call, TAL Education Group provided comprehensive guidance on their fiscal 2026 second quarter performance and future projections. The company reported net revenues of USD 861.4 million, marking a 39.1% year-over-year increase in U.S. dollar terms. Their non-GAAP income from operations was USD 107.8 million, while the non-GAAP net income attributable to TAL was USD 135.8 million. The Peiyou small class enrichment programs saw year-over-year growth, driven by increased enrollments and the expansion of offline learning centers. The learning device business also posted revenue growth both year-over-year and sequentially, despite a decline in the blended average selling price due to product mix changes. The company highlighted their commitment to long-term growth, emphasizing continued investments in content and technology, despite short-term financial fluctuations. They also discussed a new USD 600 million share repurchase program, under which 4.2 million common shares, valued at approximately USD 134.7 million, had been repurchased by late October 2025.
Revenue Growth
Net revenues were USD 861.4 million, representing a year-over-year increase of 39.1% in U.S. dollar terms.
Learning Devices Business Expansion
Learning devices business grew its revenue on both a year-over-year and a sequential basis. The launch of 3 new models helped reach a broader user base.
Strong Financial Performance
Non-GAAP income from operations was USD 107.8 million compared to USD 64.5 million the previous year, and non-GAAP net income was USD 135.8 million compared to USD 74.3 million.
Positive User Feedback
Enhancements in online enrichment learning programs and learning devices have been well received by students and parents.
TAL Education Group (TAL) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
TAL Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$12.03
$12.91
+7.32%
Jul 31, 2025
$10.09
$10.94
+8.42%
Apr 24, 2025
$10.98
$8.93
-18.67%
Jan 23, 2025
$9.13
$11.07
+21.25%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does TAL Education Group (TAL) report earnings?
TAL Education Group (TAL) is schdueled to report earning on Jan 22, 2026, Before Open (Confirmed).
What is TAL Education Group (TAL) earnings time?
TAL Education Group (TAL) earnings time is at Jan 22, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.